White Oak Capital Management
White Oak Capital Management (CRD# 123755) is a financial advisory firm headquartered in Bartlett, TN. They manage $5,600,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
White Oak Capital Management
By the Numbers
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Total Assets Under Management6MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$622,222
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
TN
Financial Advisors at White Oak Capital Management
No Advisor Found.
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